Barak Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,500,000
Clients
28
Advisors
1
across 2 offices
About
Barak Asset Management provides investment advisory and portfolio management services to a mix of individuals (including high‑net‑worth clients), pension plans, foundations, government/municipal clients, private funds, and corporations. Offerings include portfolio construction and ongoing management, retirement account management, liability‑driven and tax‑managed strategies, investment due diligence, and periodic performance reporting.
The firm typically begins by developing an Investment Policy Statement and implements discretionary portfolios using a global‑core asset allocation, with ESG screening and a core income emphasis that prioritizes historically consistent dividends. Portfolios are tailored to client objectives and restrictions, monitored at least monthly, and may include public securities, variable annuities, or private‑equity positions with the attendant liquidity and market risks.
Noteworthy for a firm of its size, Barak conducts educational financial workshops for individuals, corporations, and organizations and its principal is also a licensed life and health insurance agent offering Medicare and supplemental products — activities that are relatively uncommon among peers and can involve separate insurance compensation. The firm also provides fixed‑fee consulting, financial negotiation/mediation with government agencies for small businesses, and works with third‑party administrators to establish custodial accounts when clients require them.
Client services
Expertise
Fee options
Financial plans and some document filing services offered for a $1,000 fee; fixed fees up to 2% based on project size
$250,000 - $500,000: 2.5% $500,001 - $2,500,000: 2.25% $2,500,001 - $5,500,000: 2.0% $5,500,001 - $8,500,000: 1.8% $8,500,001+: 1.5%
Hourly rates range between $100 and $300 based on the scope of the project
Account minimum: $100,000 Minimum fee: Minimum monthly fee of $75 Fee-only: Hourly rates range from $100 to $300 per hour for advisory services; fixed fees up to 2% based on project size; financial plans offered at $1,000 fee
Main office
See officeJamaica NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sterling J
Series 66
Bronxville, NY
Barak Asset Management LLC
Sterling Jasper Jr. is a financial advisor at Barak Asset Management LLC with seven years of industry experience and a Series 66 credential. He previously worked at Merrill and has operated Sterling Advisory Services, LLC since 2009. Outside of finance, he is involved with Jersey Mike’s sub shops. Barak Asset Management serves a diverse client base including individuals, pension plans, and corporations, focusing on investment advisory and portfolio management. The firm uses a global-core asset allocation approach with ESG screening and emphasizes income through consistent dividends, tailoring portfolios to client objectives and restrictions.
Sharon H
Series 66
Jamaica, NY
Barak Asset Management LLC
Sharon Highland is a financial advisor at Barak Asset Management LLC with four years of industry experience. She holds a Series 66 designation and has been the owner and CEO of Barak Asset Management since 2007. Prior to and alongside this role, she has worked with THS Ltd since 2008. Barak Asset Management provides investment advisory and portfolio management services to individuals, pension plans, foundations, government entities, private funds, and corporations. The firm employs a global-core asset allocation strategy with ESG screening and an emphasis on dividend income, tailoring portfolios to client objectives and monitoring them regularly.
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